Steve Medland
Co-founder at Tabr Capital Management, Llc
Based in Irvine, United States
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Seniority
C-Team
Department
General Business & Management
Location
Irvine
Industry
Financial Services
Company size
4
Contact information
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s•••••••@tabr.net
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Background
About Steve Medland
Co-founder and Principal of TABR Capital Management, LLC an independent, Fee-Only Registered Investment Advisor located in Orange County, California. TABR Capital manages over on a discretionary basis for over 200 private clients nationwide. TABR Capital is a Fee-Only firm, which simply means that all of our compensation is received from our clients, and that none of our compensation is received from product sales, commissions, or kickbacks from financial companies. We provide objective investment advice and unbiased recommendations; we do not sell any financial products. We believe this minimizes potential conflicts of interest and allows us to focus on what is truly best for our clients. We also act as a fiduciary for our clients, which means we have an affirmative obligation to put our clients’ interests before our own. I am a CERTIFIED FINANCIAL PLANNER(TM) professional and a member of the National Association of Personal Financial Advisors (NAPFA) and The Financial Planning Association® (FPA®). Specialties: Private wealth management, investment management, financial planning, asset management, preservation and growth of capital, producing income, estate and retirement planning. Disclosure: LinkedIn posts are intended for information purposes only and do not provide investment advice. They are not a solicitation, offer, or recommendation to buy/sell a security. Statements and opinions herein are subject to change without notice. For information pertaining to the registration status of TABR Capital Management, LLC (“TABR”), please contact TABR or refer to the Investment Adviser Public Disclosure web site
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